Filed January 13, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $56,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,140 | $50,982+0.3% | $154,803-67.0% | $85,563-40.2% |
| Participation rate | 59.9% | 59.8%+0.1pp | 78.1%-18.2pp | 66.0%-6.1pp |
| Annual return | 11.45% | 30.35%-18.9pp | 58.88%-47.4pp | 31.51%-20.1pp |
| Employer contribution / active EE | $708 | $1,708-58.5% | $4,305-83.5% | $2,654-73.3% |
| Participant deferral / active EE | $2,900 | $2,474+17.2% | $5,540-47.7% | $4,375-33.7% |
| Admin fee / account holder | $74 | $846-91.2% | $14,329-99.5% | $834-91.1% |